MSFP
RAD

Mark Sheptoff Financial Planning’s Rite Aid Corporation RAD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio RAD Stock Details RAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,881
Closed -$3.98K – 412
2023
Q3 		$3.98K Sell
8,881
-616
-6% -$826 ﹤0.01% 316
2023
Q2 		$14.3K Sell
9,497
-100
-1% -$200 0.01% 252
2023
Q1 		$21.5K Sell
9,597
-20
-0.2% -$66 0.01% 216
2022
Q4 		$32.1K Hold
9,617
– – 0.02% 182
2022
Q3 		$48K Sell
9,617
-137
-1% -$1.06K 0.03% 151
2022
Q2 		$66K Sell
9,754
-42
-0.4% -$278 0.04% 142
2022
Q1 		$86K Hold
9,796
– – 0.04% 142
2021
Q4 		$144K Hold
9,796
– – 0.07% 120
2021
Q3 		$139K Sell
9,796
-115
-1% -$1.81K 0.08% 122
2021
Q2 		$162K Hold
9,911
– – 0.09% 114
2021
Q1 		$203K Sell
9,911
-50
-0.5% -$1.08K 0.12% 93
2020
Q4 		$158K Hold
9,961
– – 0.09% 112
2020
Q3 		$95K Sell
9,961
-250
-2% -$3.57K 0.06% 121
2020
Q2 		$174K Sell
10,211
-143
-1% -$1.93K 0.11% 95
2020
Q1 		$155K Sell
10,354
-475
-4% -$6.64K 0.12% 86
2019
Q4 		$168K Sell
10,829
-400
-4% -$3.91K 0.11% 98
2019
Q3 		$78K Hold
11,229
– – 0.05% 124
2019
Q2 		$90K Buy
+11,229
New +$96.8K 0.06% 125
2019
Q1 		– Sell
-11,419
Closed -$162K – 371
2018
Q4 		$162K Sell
11,419
-2,185
-16% -$46.1K 0.13% 89
2018
Q3 		$348K Sell
13,604
-1,110
-8% -$34.2K 0.24% 76
2018
Q2 		$509K Sell
14,714
-235
-2% -$7.97K 0.38% 62
2018
Q1 		$502K Sell
14,949
-116
-0.8% -$4.59K 0.35% 65
2017
Q4 		$594K Sell
15,065
-743
-5% -$26.5K 0.39% 61
2017
Q3 		$620K Buy
15,808
+100
+0.6% +$4.74K 0.42% 57
2017
Q2 		$927K Buy
15,708
+210
+1% +$15.9K 0.64% 44
2017
Q1 		$1.32M Sell
15,498
-200
-1% -$24.1K 0.94% 31
2016
Q4 		$2.59M Sell
15,698
-15
-0.1% -$2.27K 1.92% 13
2016
Q3 		$2.42M Buy
15,713
+140
+0.9% +$20.9K 1.8% 15
2016
Q2 		$2.33M Buy
15,573
+775
+5% +$122K 1.74% 18
2016
Q1 		$2.41M Buy
14,798
+2,600
+21% +$410K 1.96% 12
2015
Q4 		$1.91M Buy
12,198
+3,250
+36% +$481K 1.55% 19
2015
Q3 		$1.09M Buy
8,948
+8
+0.1% +$1.33K 0.95% 30
2015
Q2 		$1.49M Buy
8,940
+1,205
+16% +$202K 1.21% 25
2015
Q1 		$1.34M Buy
7,735
+1,605
+26% +$250K 1.12% 28
2014
Q4 		$922K Buy
6,130
+50
+0.8% +$5.55K 0.82% 36
2014
Q3 		$589K Buy
6,080
+100
+2% +$12.9K 0.52% 56
2014
Q2 		$858K Buy
5,980
+1,970
+49% +$291K 0.73% 41
2014
Q1 		$503K Buy
+4,010
New +$489K 0.45% 60

Other funds holding RAD

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
TCPG
Trivant Custom Portfolio Group San Diego, California $188M AUM 23.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return

Mark Sheptoff Financial Planning's RAD Position: Q4 2023 in Review

Mark Sheptoff Financial Planning sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 8,881 shares — an estimated $3.98K sold.

Mark Sheptoff Financial Planning first reported a position in RAD in Q1 2014 and held it in 38 quarters. The position peaked at $2.59M in Q4 2016. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • Mark Sheptoff Financial Planning reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 8,881 Rite Aid Corporation shares in Q4 2023, an estimated $3.98K.
  • Mark Sheptoff Financial Planning first reported a position in Rite Aid Corporation in Q1 2014 and held it in 38 quarters.
  • Mark Sheptoff Financial Planning's Rite Aid Corporation position peaked at $2.59M in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.